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Technology Stocks : Cyberian Outpost (Symbol: COOL) -- Ignore unavailable to you. Want to Upgrade?


To: JudgeJudi who wrote (1714)9/22/1999 6:40:00 PM
From: Elroy  Read Replies (1) | Respond to of 1932
 
14% sequential revenue growth is not very impressive for an Internet retail sales company.

Cash is vanishing pretty quickly....

Last Q "Cash + Short Term Investments = ~$47 million"

This Q "Cash + Short Term Invesments = ~$40 million"

So....it looks like they are bankrupt in about 8-10 more quarters, assuming this burn rate slowly decreases.

I don't have any position, buy I'd recommend exiting this turkey on any Xmas expectations runup. You can expect all the Internet stocks that sell products to the public to go ape sometime in November, when all the analysts start screaming about "the biggest e-commerce Xmas ever!!!"



To: JudgeJudi who wrote (1714)9/22/1999 7:18:00 PM
From: kennbill  Read Replies (1) | Respond to of 1932
 
I don't follow this every day, but it seems you are never right.. at least no one seems to listen to you. You must get paid a lot to be humiliated so and stick around..



To: JudgeJudi who wrote (1714)9/22/1999 7:18:00 PM
From: Evan Dimmer  Read Replies (1) | Respond to of 1932
 
Judi how about you do some comparing? First, compare this quarter to last quarter....

This Quarter
------------
8.4 Million (loss) % 36.7 Million (sales) = 23% of sales

Last Quarter
------------
8.9 Million (loss) % 32.7 Million (sales) = 27% of sales

So that looks like a big improvement to me....also look at the loss....down from last quarter....that looks good too!

Six Months 99
-------------
17.2 Million (loss) % 69.3 Million (sales) = 25% of sales

Six Months 98
-------------
9.8 Million (loss) % 28.6 Million (sales) = 34% of sales

Wow....look at the Six month comparison! Looks even better there....and you can bet that the quarter coming up...ending 11/30...and the sales after that.....ending 2/00 (including december and january holiday sales) will continue to improve the loss as-a-percent of sales figures.....along with a great improvement in total sales for the fiscal year. Outpost.com has a great chance of hitting 200 Million in sales for this year.

Now compare COOL's figures from above with those "so called" industry leaders.....COOL's look better here too.

AMZN
----
After-Tax Income (ttm) -$291.3M
Sales (ttm) $1.01B
Profit Margin (ttm) -29%

EGGS
----
After-Tax Income (ttm) -$39.4M
Sales (ttm) $159.8M
Profit Margin (ttm) -25%

BYND
----
After-Tax Income (ttm) -$76.3M
Sales (ttm) $68.3M
Profit Margin (ttm) -112%

DRIV
----
After-Tax Income (ttm) -$20.5M
Sales (ttm) $42.7M
Profit Margin (ttm) -48%

I think cool has one of the best chances of surviving in the group....besides AMZN of course...which will live forever.



To: JudgeJudi who wrote (1714)9/22/1999 9:30:00 PM
From: Senicko  Respond to of 1932
 
JudgeJerko......

You've got to be the sorriest bastard on the face of the earth, what's wrong, got a margin call? Take a hike short.